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# 📊 Sales Analyst Agent
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This agent empowers business analysts and sales teams to generate actionable insights from internal sales data, using conversational AI to simplify reporting, aggregation, and trend analysis.
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---
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## 💼 Use Cases
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- **Sales Report Automation**: Summarize KPIs and revenue metrics from uploaded sales files.
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- **Region-wise Performance Analysis**: Identify top-performing territories by revenue, margin, or units sold.
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- **Trend Breakdown & Forecasting**: Analyze historical data and forecast upcoming quarter performance using built-in analytics tools.
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- **File-driven Q&A**: Ask natural language questions about Excel sales files, and receive grounded, contextual answers.
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---
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## 🧩 Tools
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This agent is powered by **Azure AI Agent Service**, and integrates the following tools:
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- **File Search**: To extract and reference structured data from uploaded sales spreadsheets.
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- **Code Interpreter**: To perform on-the-fly calculations, summaries, and scenario modeling based on user input.
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The agent can be customized via `template.py` and deployed with Azure infrastructure-as-code (e.g., Bicep or ARM).
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---
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## ⚙️ Setup Instructions
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### Prerequisites
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WIP
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---
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## 🧠 Architecture Overview
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![Architecture Diagram](assets/architecture.png)
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---
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## 💬 Example Agent Interactions
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**User**: What were the total sales in Q4 2024 across the Pacific Northwest?
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**🔍 Agent Response**: File Search pulls data rows for Q4 2024 and region = Pacific Northwest; Code Interpreter sums total sales.
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**User**: Can you compare average order value by region for last year?
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**🔧 Agent Response**: Code Interpreter calculates and visualizes average order value per region.
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**User**: I just uploaded a new CSV file—can you check if there’s a drop in sales in Q1 2025 compared to Q4 2024?
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**🔍 Agent Response**: File Search locates relevant time periods, Code Interpreter computes and compares sales metrics.
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**User**: Generate a quick summary of our revenue by product category for the last 6 months.
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**🔧 Agent Response**: Code Interpreter generates a table and pie chart based on filtered data.
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---
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## 🛠 Customization Tips
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- **Connect to Live Data Sources**
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Extend with connectors to Azure SQL, Power BI datasets, or Dynamics 365 for real-time reporting.
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- **Enrich with Metadata Tags**
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Pre-process uploaded files with tags (e.g., region, channel, product line) to improve retrieval accuracy.
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- **Forecast with External Signals**
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Integrate a market trends tool or embed economic indicators to improve forecasting reliability.
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- **Add Executive Dashboard Mode**
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Change the `system_message` to generate polished summaries suitable for leadership review.
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- **Support for Multi-file Comparison**
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Modify the tool logic to handle cross-file comparisons for multi-quarter or multi-region datasets.
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